Tram anh Trieu
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2023 to now
- Wells Fargo Bank, NAJan 2023 to now
- Bank of AmericaDec 2022 to Jan 2023
- UnemployedSep 2022 to Nov 2022
- The Switch StoreJun 2021 to Aug 2022
- UnemployedSep 2020 to Jun 2021
- University of California IrvineSep 2019 to Sep 2020
- UnemployedJul 2019 to Sep 2019
- Loan FactoryApr 2019 to Jul 2019
- UnemployedJan 2019 to Apr 2019
- Amazon IncOct 2018 to Dec 2019
- Kymdan America IncJun 2018 to Sep 2018
- Mercyhurst UniversityAug 2014 to May 2018
- UnemployedJun 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7699505
- Firm CRD
- 19616